Know Your PMS · Monthly tearsheet

EQUENTIS CONCENTRATED PORTFOLIO

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Aug_202619 months filedBM: NIFTY50TRIBM: Benchmark
Strategy page
CAGR
13.74%
Total return
22.62%
Max drawdown
-13.84%
Sharpe
0.95
Sortino
0.99
Calmar
0.99
Win months
57.89%
Best / worst month
10.1% / -9.8%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-2.98%0.63%-9.77%10.06%0.08%1.86%3.03%2.11%––––3.98%
2025
–0.00%8.50%3.72%3.41%3.61%-2.10%-0.41%-0.36%2.90%-0.27%-1.90%17.92%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jul_2025Mar_2026Aug_202613.84%13 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
14.32%
Downside deviation
13.90%